MetLife, Other Insurers Face Tough Annuity Calls
With the Department of Labor annuity ruling, the industry and retirees will have to wait and see what happens next. The 1,100 page ruling leaves insurance agencies like MetLife and […]
Have You Considered Income Maximization Through a SPIA?
Sometimes a retiree’s nest egg turns out being less than what they planned on being. Be it unexpected costs, projection errors or even a longer life expectancy, countless factors can […]
Rainbow Connection (Getting the Largest Pot of Gold)
The rainbow crediting method launched towards the end of 2007. Unfortunately, the launch coincided with the tail of the previous bull market and annuity buyers selecting the rainbow method in […]
The Rainbow Strategy (Global Lookback)
In these times of high volatility, people are looking for ways to diversify their portfolio in order to protect their nest egg and try to capture as much of the […]
Is this the Real Super Annuity?
This past Sunday afternoon I received a call from a very good friend of mine who runs one of the most successful annuity shops in the country. He starts explaining […]
Phillip Wasserman’s Take on the Department of Labor Ruling
Once again the insurance industry stuck its head in the sand and waited for the government came by to kick it in the rear end with the Department of Labor’s […]
Are Annuities Right for Your Plan?
When it comes to personal finance and retirement planning, there is no one size fits all method to follow. Every circumstance and situation creates a need for a different approach. […]
My Night With Tony Bennett & Coretta Scott King
In the late 1980s I did some marketing work for Tony – yes that’s right the Tony Bennett, one of the greatest singers in the history of the world. Tony […]
Protect Yourself from These Retirement Threats
“Aging is humanity’s greatest, most important, and most enduring discovery. The discovery and exploitation of human longevity is what has led to the globe-dominating species we have become.” — Dr. […]
The Best Retirement Planning Advice Ever
My hobby is playing tournament poker. I’m lucky enough to get to play once in a while with a lot of the people you see on television. The nice […]